facebook twitter linkedin google gplus pinterest mail share search arrow-right arrow-left arrow print vcard

Thirty-Fourth Annual Tax Symposium

08.12.25

Date:

November 8, 2025

Time:

8:30 am – 12:30 pm

Credits:

Four CPE credits will be available to CPAs who are eligible.

Location:

This year’s Symposium will be presented virtually. Webinar details will be provided to participants prior to the event.

Additional details to come.


Symposium Agenda

HELP! My [Client’s] Child is Starting College
Robert D. Kaplow

  • Scholarships and Financial Aid
  • Tax Credits
  • Self-Funding – College Savings Plans, Education Savings Accounts, and more

Qualified Small Business Stock (“QSBS”)
David B. Deutsch and David H. Freedman

  • History and legislative intent
  • Requirements for QSBS qualification and tax benefits
  • Planning opportunities, practical challenges and pitfalls


Roundup of Recent Tax Developments – Including OBBBA!

William E. Sigler

  • New laws, cases and rulings
  • Hot topics and pending legislation
  • Practice pointers

Planning with Intention: Charitable Giving & IRAs
Carly R. Kolo

  • What is a Qualified Charitable Distribution (QCD)?
  • Give more, pay less (in taxes)
  • Key errors to watch out for

The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs)
Jordan Segal

  • Permanent program with re-designations starting in 2026
  • Enhanced tax benefits, especially for rural zones
  • New reporting and compliance requirements that accountants must know

A Fiduciary Client is Different
Steven H. Malach

  • Representing a POA
  • Representing a Guardian/Conservator/Personal Representative
  • Representing a Trustee

Tax Planning Opportunities When Buying a Franchise
Gary M. Remer

  • Rollovers as Business Startups (ROBS) as a method to fund a franchise purchase
  • Other alternative source of cash to fund the purchase
  • Current beneficial tax provisions for franchisees

You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes
Geoffrey N. Taylor

  • Gift Tax
  • Estate Tax
  • Generation -Skipping Transfer Tax

It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules
Charles M. Lax

  • How catch-up contributions actually work
  • Super catch-up contributions
  • Catch-up contributions for high earners


Register Below: